Plancorp, LLC
CIK 0001599579 · SAINT LOUIS, MO · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.10B
2026 Q2
Positions
425
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
VANGUARD INDEX FDS
10.8%
DFAL
DIMENSIONAL ETF TRUST
8.9%
DFUS
DIMENSIONAL ETF TRUST
8.8%
DFAC
DIMENSIONAL ETF TRUST
8.5%
DFIV
DIMENSIONAL ETF TRUST
5.1%
AVUV
AMERICAN CENTY ETF TR
4.7%
DFUV
DIMENSIONAL ETF TRUST
4.4%
LRGF
ISHARES TR
3.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.